220 Loan Advisor jobs in South Africa
Financial Advisor
Gauteng, Gauteng
Scholtz Partners International
Posted 5 days ago
Job Viewed
Job Description
Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!
What we offer:
Commission-based earning potential
Location: South of Johannesburg
Hybrid working model with flexibility for home working
Opportunity to build and grow your client portfolio
Career advancement in financial services
What You'll Do:
Provide clients with expert financial advice and planning
Create and manage comprehensive financial plans
Guide clients through investment options and strategies
Perform detailed risk assessments
Develop retirement planning strategies
Review and optimize client portfolios for asset growth
Conduct market research and financial analysis
Stay current with financial trends and legislation
Build and maintain strong client relationships
Essential Requirements:
Minimum 2 years of financial planning at a registered financial service provider
Existing date of first appointment as representative with FSCA
Bachelor's degree or diploma in finance, economics, risk management, business, insurance, or related field
Industry-approved qualification
Core Skills Required:
Financial Planning and retirement planning expertise
Proficiency in finance, investment, and long-term risk insurance
Strong analytical and problem-solving abilities
Excellent interpersonal and communication skills
Ability to work independently and as part of a team
Experience in financial services or related fields
What we offer:
Commission-based earning potential
Location: South of Johannesburg
Hybrid working model with flexibility for home working
Opportunity to build and grow your client portfolio
Career advancement in financial services
What You'll Do:
Provide clients with expert financial advice and planning
Create and manage comprehensive financial plans
Guide clients through investment options and strategies
Perform detailed risk assessments
Develop retirement planning strategies
Review and optimize client portfolios for asset growth
Conduct market research and financial analysis
Stay current with financial trends and legislation
Build and maintain strong client relationships
Essential Requirements:
Minimum 2 years of financial planning at a registered financial service provider
Existing date of first appointment as representative with FSCA
Bachelor's degree or diploma in finance, economics, risk management, business, insurance, or related field
Industry-approved qualification
Core Skills Required:
Financial Planning and retirement planning expertise
Proficiency in finance, investment, and long-term risk insurance
Strong analytical and problem-solving abilities
Excellent interpersonal and communication skills
Ability to work independently and as part of a team
Experience in financial services or related fields
This advertiser has chosen not to accept applicants from your region.
0
Financial Advisor
Gauteng, Gauteng
Scholtz Partners International (Pty) Ltd
Posted 5 days ago
Job Viewed
Job Description
Financial Advisor
Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!
What we offer:
Commission-based earning potential
Location: South of Johannesburg
Hybrid working model with flexibility for home working
Opportunity to build and grow your client portfolio
Career advancement in financial services
What You'll Do:
Provide clients with expert financial advice and planning
Create and manage comprehensive financial plans
Guide clients through investment options and strategies
Perform detailed risk assessments
Develop retirement planning strategies
Review and optimize client portfolios for asset growth
Conduct market research and financial analysis
Stay current with financial trends and legislation
Build and maintain strong client relationships
Essential Requirements:
Minimum 2 years of financial planning at a registered financial service provider
Existing date of first appointment as representative with FSCA
Bachelor's degree or diploma in finance, economics, risk management, business, insurance, or related field
Industry-approved qualification
Core Skills Required:
Financial Planning and retirement planning expertise
Proficiency in finance, investment, and long-term risk insurance
Strong analytical and problem-solving abilities
Excellent interpersonal and communication skills
Ability to work independently and as part of a team
Experience in financial services or related fields
Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!
What we offer:
Commission-based earning potential
Location: South of Johannesburg
Hybrid working model with flexibility for home working
Opportunity to build and grow your client portfolio
Career advancement in financial services
What You'll Do:
Provide clients with expert financial advice and planning
Create and manage comprehensive financial plans
Guide clients through investment options and strategies
Perform detailed risk assessments
Develop retirement planning strategies
Review and optimize client portfolios for asset growth
Conduct market research and financial analysis
Stay current with financial trends and legislation
Build and maintain strong client relationships
Essential Requirements:
Minimum 2 years of financial planning at a registered financial service provider
Existing date of first appointment as representative with FSCA
Bachelor's degree or diploma in finance, economics, risk management, business, insurance, or related field
Industry-approved qualification
Core Skills Required:
Financial Planning and retirement planning expertise
Proficiency in finance, investment, and long-term risk insurance
Strong analytical and problem-solving abilities
Excellent interpersonal and communication skills
Ability to work independently and as part of a team
Experience in financial services or related fields
This advertiser has chosen not to accept applicants from your region.
1
Financial Advisor
Johannesburg, Gauteng
Scholtz Partners International
Posted 5 days ago
Job Viewed
Job Description
Financial Advisor
Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!
What we offer:
• Commission-based earning potential
• Location: South of Johannesburg
• Hybrid working model with flexibility for home working
• Opportunity to build and grow your client portfolio
• Career advancement in financial services
What You'll Do:
• Provide clients with expert financial advice and planning
• Create and manage comprehensive financial plans
• Guide clients through investment options and strategies
• Perform detailed risk assessments
• Develop retirement planning strategies
• Review and optimise client portfolios for asset growth
• Conduct market research and financial analysis
• Stay current with financial trends and legislation
• Build and maintain strong client relationships
Essential Requirements:
• Minimum 2 years of financial planning experience at a registered financial service provider.
• Existing date of first appointment as representative with FSCA.
• Bachelor’s degree or diploma in finance, economics, risk management, business, insurance, or related field.
• Industry-approved qualification.
Core Skills Required:
• Financial Planning and retirement planning expertise
• Proficiency in finance, investment, and long-term risk insurance
• Strong analytical and problem-solving abilities
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Experience in financial services or related fields
Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!
What we offer:
• Commission-based earning potential
• Location: South of Johannesburg
• Hybrid working model with flexibility for home working
• Opportunity to build and grow your client portfolio
• Career advancement in financial services
What You'll Do:
• Provide clients with expert financial advice and planning
• Create and manage comprehensive financial plans
• Guide clients through investment options and strategies
• Perform detailed risk assessments
• Develop retirement planning strategies
• Review and optimise client portfolios for asset growth
• Conduct market research and financial analysis
• Stay current with financial trends and legislation
• Build and maintain strong client relationships
Essential Requirements:
• Minimum 2 years of financial planning experience at a registered financial service provider.
• Existing date of first appointment as representative with FSCA.
• Bachelor’s degree or diploma in finance, economics, risk management, business, insurance, or related field.
• Industry-approved qualification.
Core Skills Required:
• Financial Planning and retirement planning expertise
• Proficiency in finance, investment, and long-term risk insurance
• Strong analytical and problem-solving abilities
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Experience in financial services or related fields
This advertiser has chosen not to accept applicants from your region.
2
Financial Advisor
Cape Town, Western Cape
STRUCTURED WEALTH SOLUTIONS (PTY)LTD
Posted 5 days ago
Job Viewed
Job Description
We’re Hiring: Financial Advisors!
Earn a basic allowance + commission while helping people reach their financial goals!
What’s in it for you?
Basic allowance to get you started
Unlimited earning potential with commission
Full training & support provided
No previous experience required
If you’re driven, goal-oriented, and ready to grow, we want YOU!
Apply now and build your future while helping others build theirs.
Earn a basic allowance + commission while helping people reach their financial goals!
What’s in it for you?
Basic allowance to get you started
Unlimited earning potential with commission
Full training & support provided
No previous experience required
If you’re driven, goal-oriented, and ready to grow, we want YOU!
Apply now and build your future while helping others build theirs.
This advertiser has chosen not to accept applicants from your region.
3
Financial Advisor
Port Elizabeth, Eastern Cape
STRUCTURED WEALTH SOLUTIONS (PTY)LTD
Posted 5 days ago
Job Viewed
Job Description
We’re Hiring: Financial Advisors!
Earn a basic allowance + commission while helping people reach their financial goals!
What’s in it for you?
Basic allowance to get you started
Unlimited earning potential with commission
Full training & support provided
No previous experience required
If you’re driven, goal-oriented, and ready to grow, we want YOU!
Apply now and build your future while helping others build theirs.
Earn a basic allowance + commission while helping people reach their financial goals!
What’s in it for you?
Basic allowance to get you started
Unlimited earning potential with commission
Full training & support provided
No previous experience required
If you’re driven, goal-oriented, and ready to grow, we want YOU!
Apply now and build your future while helping others build theirs.
This advertiser has chosen not to accept applicants from your region.
4
Financial Advisor
Durban, KwaZulu Natal
STRUCTURED WEALTH SOLUTIONS (PTY)LTD
Posted 5 days ago
Job Viewed
Job Description
We’re Hiring: Financial Advisors!
Earn a basic allowance + commission while helping people reach their financial goals!
What’s in it for you?
Basic allowance to get you started
Unlimited earning potential with commission
Full training & support provided
No previous experience required
If you’re driven, goal-oriented, and ready to grow, we want YOU!
Apply now and build your future while helping others build theirs.
Earn a basic allowance + commission while helping people reach their financial goals!
What’s in it for you?
Basic allowance to get you started
Unlimited earning potential with commission
Full training & support provided
No previous experience required
If you’re driven, goal-oriented, and ready to grow, we want YOU!
Apply now and build your future while helping others build theirs.
This advertiser has chosen not to accept applicants from your region.
5
Financial Advisor
Pretoria, Gauteng
Virtual Vibe Consulting
Posted 5 days ago
Job Viewed
Job Description
Description of the role:
Our client based in Pretoria are looking for qualified Financial Advisors and non-qualified aspiring financial advisors to join their well-established team.
Requirements
Matric (Grade 12)
Own reliable vehicle
RE5 Certificate
CPD Hours
NQF5 Wealth management
Competencies:
1 week product training and accreditation.
3 weeks sales and field training.
Clients gifts supplied.
Tablet with data for capturing supplied.
1st year commission. second year commission.
Inflation commission.
Self driven and Target orientated
Our client based in Pretoria are looking for qualified Financial Advisors and non-qualified aspiring financial advisors to join their well-established team.
Requirements
Matric (Grade 12)
Own reliable vehicle
RE5 Certificate
CPD Hours
NQF5 Wealth management
Competencies:
1 week product training and accreditation.
3 weeks sales and field training.
Clients gifts supplied.
Tablet with data for capturing supplied.
1st year commission. second year commission.
Inflation commission.
Self driven and Target orientated
This advertiser has chosen not to accept applicants from your region.
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6
Financial Advisor
Paarl, Western Cape
Virtual Vibe Consulting
Posted 5 days ago
Job Viewed
Job Description
Description of the role:
Our client based in the Cape Town are looking for qualified and non-qualified Financial Advisors to join their well established team.
Requirements
Matric (Grade 12)
Own reliable vehicle
RE5 Certificate (advantage)
CPD Hours (advantage)
NQF5 Wealth management (advantage)
Competencies:
Self driven and Target orientated
Existing Book would be an advantage
Outspoken and outgoing personality
Customer service orientated
Understanding of the financial industry
Good communication skills
Own vehicle with valid drivers license
Own Laptop
Our client based in the Cape Town are looking for qualified and non-qualified Financial Advisors to join their well established team.
Requirements
Matric (Grade 12)
Own reliable vehicle
RE5 Certificate (advantage)
CPD Hours (advantage)
NQF5 Wealth management (advantage)
Competencies:
Self driven and Target orientated
Existing Book would be an advantage
Outspoken and outgoing personality
Customer service orientated
Understanding of the financial industry
Good communication skills
Own vehicle with valid drivers license
Own Laptop
This advertiser has chosen not to accept applicants from your region.
7
Financial Advisor
Johannesburg, Gauteng
Fouche & Co Recruitment
Posted 20 days ago
Job Viewed
Job Description
As a Financial Advisor, you will manage a portfolio of clients, provide ongoing financial planning support, and develop new business opportunities. You will offer advice on investment strategies, retirement planning, estate planning, and risk management, while ensuring compliance with all financial regulations. The role requires a confident, client-focused professional with strong technical and interpersonal skills.
Key Responsibilities:
Basic salary R30 000 R40 000 plus commission.
**Only shortlisted candidates will be contacted**
Key Responsibilities:
- Manage and review client portfolios, providing professional financial advice.
- Prospect and acquire new clients to grow the portfolio.
- Deliver financial products and services in a professional and client-focused manner.
- Collaborate with Financial Service Providers (FSPs) and internal departments to resolve client queries.
- Maintain regular client communication and build long-term relationships.
- Develop comprehensive financial plans tailored to client needs.
- Provide advice on investments, retirement planning, estate planning, and tax optimisation.
- Assess client risk profiles and recommend appropriate strategies.
- Identify opportunities for cross-selling and upselling services.
- Network with professionals, attend industry events, and contribute to marketing initiatives.
- Ensure compliance with all industry regulations and maintain accurate documentation.
- Prepare regular reports for clients and management.
- Client-focused with excellent relationship-building skills
- Strong analytical and problem-solving ability
- Professional communication and presentation skills
- Results-driven with a proactive approach
- Ethical, compliant, and detail-orientated
- Matric with tertiary qualification in Finance (NQF5: Wealth Management / BCom) Non-negotiable
- RE5 certification Non-negotiable
- Relevant Class of Business certifications in place
- Fit and Proper status required
- Minimum 3 years experience in a Financial Planning role
- Proficiency in Microsoft Excel and related software
- Experience with professionals and high-net-worth clients
- Drivers license and own vehicle Non-negotiable
- Existing client book not required
Basic salary R30 000 R40 000 plus commission.
**Only shortlisted candidates will be contacted**
This advertiser has chosen not to accept applicants from your region.
8
Financial Advisor
Centurion, Gauteng
Stonebridge HR Solutions
Posted 27 days ago
Job Viewed
Job Description
Requirements:
- Grade 12
- Tertiary qualification (beneficial)
- Valid drivers license and own car (Essential)
- Clean Credit record and Criminal record (Essential)
- Relevant experience will be beneficial, but not essential
- Fluent in Afrikaans and English
- To prospect for clients/ to obtain leads to secure appointments - daily activity.
- To conduct a professional FNA (financial needs analysis) to make needs based recommendation that could lead to a sale.
- To achieve sales targets as set out by the company.
- To build relationships with clients so that consultant wins confidence, credibility and trust.
- Elicit information to maximize the effectiveness of a clients portfolio. To secure 2nd appointment.
- To give objective professional advice on clients needs.
- To portray the appropriate propriety in their target market.
- To meet all legislative requirements.
- To remain accredited and up to date with relevant market & industry related subjects.
- To remain adequately equipped and knowledgeable regarding the latest technology.
- To build a long-term professional, profitable practice
This advertiser has chosen not to accept applicants from your region.
9